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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1176
Shakespeare Wealth Management
Wisconsin
$3.69M +$71.9K +440 +2%
AL
1177
Aspiriant LLC
California
$3.69M +$314K +1,922 +10%
ACM
1178
Alpha Capital Management
Texas
$3.67M +$16.3K +100 +0.5%
LSAG
1179
Lake Street Advisors Group
New Hampshire
$3.67M +$1.36M +8,350 +65%
BFO
1180
Biltmore Family Office
North Carolina
$3.67M +$513K +3,139 +18%
PA
1181
Procyon Advisors
Connecticut
$3.66M -$283K -1,730 -8%
AT
1182
American Trust
Kentucky
$3.66M +$3.44M +21,086 New
ECM
1183
Evergreen Capital Management
Washington
$3.65M +$2.29K +14 +0.1%
RCM
1184
RB Capital Management
Nevada
$3.65M +$94.4K +578 +3%
PFS
1185
Physicians Financial Services
North Carolina
$3.64M -$44.9K -275 -1%
GWM
1186
Graybill Wealth Management
Illinois
$3.63M -$6.86K -42 -0.2%
GGS
1187
Galvin Gaustad & Stein
Arizona
$3.63M -$171K -1,044 -5%
SIC
1188
Shoker Investment Counsel
Ohio
$3.62M -$59.9K -367 -2%
NG
1189
Northstar Group
New York
$3.61M -$11.6K -71 -0.3%
UCMOK
1190
United Capital Management of KS
Kansas
$3.61M +$85.8K +525 +3%
FNB
1191
Farmers National Bank
Kentucky
$3.59M -$159K -976 -5%
FVWA
1192
Foster Victor Wealth Advisors
South Carolina
$3.59M +$188K +1,150 +6%
ST
1193
Somerset Trust
Pennsylvania
$3.59M +$113K +691 +3%
WG
1194
Watchman Group
Texas
$3.58M +$5.72K +35 +0.2%
CCT
1195
Country Club Trust
Missouri
$3.58M +$16K +98 +0.5%
III
1196
Independent Investors Inc
New York
$3.58M
GAM
1197
Griffin Asset Management
New York
$3.58M -$138K -843 -4%
AOWM
1198
Alpha Omega Wealth Management
Virginia
$3.57M -$10.5K -64 -0.3%
TFP
1199
Tilia Fiduciary Partners
North Carolina
$3.56M +$3.35M +20,500 New
PWPS
1200
Pinnacle Wealth Planning Services
Ohio
$3.56M +$107K +657 +3%